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PFG Investments’s Evergy EVRG Stock Holding History

PFG Investments’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$627K Buy
7,255
+1,177
+19% +$97.4K 0.02% 566
2026
Q1 		$498K Buy
6,078
+1,869
+44% +$148K 0.02% 605
2025
Q4 		$305K Sell
4,209
-241
-5% -$18.3K 0.01% 799
2025
Q3 		$338K Buy
4,450
+17
+0.4% +$1.21K 0.02% 725
2025
Q2 		$306K Buy
4,433
+119
+3% +$8K 0.02% 726
2025
Q1 		$297K Buy
4,314
+17
+0.4% +$1.11K 0.02% 714
2024
Q4 		$264K Buy
4,297
+719
+20% +$44.5K 0.02% 766
2024
Q3 		$222K Sell
3,578
-1,188
-25% -$69.1K 0.01% 852
2024
Q2 		$252K Buy
4,766
+978
+26% +$52K 0.02% 718
2024
Q1 		$202K Buy
+3,788
New +$194K 0.01% 908

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PFG Investments's EVRG Position: Q2 2026 in Review

PFG Investments increased its Evergy (EVRG) stake by 19% in Q2 2026, buying an estimated $97.4K and bringing the position to 7,255 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #566.

PFG Investments first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • PFG Investments held 7,255 shares of Evergy worth $627K as of Q2 2026.
  • PFG Investments bought 1,177 Evergy shares in Q2 2026, an estimated $97.4K.
  • Evergy made up 0.02% of PFG Investments's portfolio in Q2 2026, its #566 holding.
  • PFG Investments first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.